Concierge Medicine Practice Staff Training Manual

Comprehensive Guide for Training and Onboarding Staff in Concierge Medical Practices

Concierge Medicine

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Last updated: Mar 24, 2025

1. Introduction

1.1 Purpose of This Manual

This manual serves as a comprehensive guide for training staff members in a concierge medical practice, ensuring consistent, high-quality service delivery.

1.2 Core Values

  • Excellence in patient care
  • Personalized service
  • Accessibility
  • Confidentiality

2. Role-Specific Training

2.1 Front Desk Staff

  • Patient Communication Protocols
    • Same-day response requirements
    • Communication tracking
    • VIP service standards
  • Membership Management
    • Enrollment procedures
    • Renewal processes
    • Billing protocols

2.2 Medical Assistants

  • Enhanced Service Standards
    • Extended appointment protocols
    • Direct patient communication
    • Care coordination
  • Documentation Requirements
    • Detailed visit notes
    • Follow-up tracking

3. Operational Procedures

3.1 Appointment Scheduling

  • Minimum appointment duration: 30 minutes
  • Same-day/next-day scheduling priorities
  • After-hours protocols

3.2 Communication Standards

  • Response time requirements
  • Patient portal management
  • Secure messaging protocols

4. Quality Assurance

4.1 Service Standards

  • Patient satisfaction metrics
  • Quality assessment protocols
  • Feedback management

4.2 Compliance Requirements

  • HIPAA regulations
  • Documentation standards
  • Medicare compliance

5. Emergency Protocols

5.1 After-Hours Care

  • On-call procedures
  • Emergency contact protocols
  • Documentation requirements

6. Technology Systems

6.1 Practice Management Software

  • EMR protocols
  • Patient portal management
  • Scheduling system procedures

7. Performance Metrics

7.1 Staff Evaluation Criteria

  • Response time metrics
  • Patient satisfaction scores
  • Documentation compliance

8. Continuing Education

8.1 Required Training

  • Annual HIPAA training
  • Customer service updates
  • Clinical updates as applicable

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